General Questions (Public)

This is a forum for general questions about TeamDynamix products. It is not curated to remove older content or monitored for enhancement requests.

Update room details using API

I'm attempting to use the API endpoint https://solutions.teamdynamix.com/TDWebApi/api/locations/{id}/rooms/{roomId} to update a room. I am using Python for this request. Here's the relevant parts of my code:
data = { 'Name' : ...
1 Answer
Justin Hart Last activity on 3/27/2024 4:40:07 PM by Mark Sayers

Tickets in Different Ticket Applications

Hello,
I am wondering how you can control what tickets get put into what ticketing application. For example, we have our main ticketing application, but we also have other ticketing applications for different things, such as security manageme...
2 Answers
Miranda Bielecki Last activity on 3/27/2024 1:03:40 PM by Mark Sayers

Modify/Update Only Certain Assets in Asset/CI Application

Is there a role configuration in the Asset/CI app that will allow technicians to only update certain assets (e.g. only assets for their own Dept/Account)? It looks like once you have update capability, it is for all assets in the application unle...
1 Answer
Bret Swart Last activity on 3/26/2024 4:21:27 PM by Mark Sayers

Task Ticket Templates

Is there a way to set the default when adding a Task Template to a request to be un-checked for the Delete any existing tasks question?
1 Answer
Jeff Schilling Last activity on 3/26/2024 12:53:16 PM by Brittany Renn

Question on how to avoid a particular message when working with tasks

Hello,

We're getting an error message in our Change ENablement application (ID 38) (that has no impact nor does it stop us from completing processes, but it is annoying):



We see this error in Change tickets when ad...
1 Answer
Eugene McGeehan Last activity on 3/26/2024 11:52:20 AM by Brittany Renn

incremental cart feature

Hi Team,
I am trying to add some functionality to TDX using ipaas where I am looking to have a incremental '+' or '-' buttons to add multiple items with same feature so that I can use it accordingly. Please help me find something which can be...
2 Answers
Bhanu Prakash Reddy Baddam Last activity on 4/4/2024 12:48:09 PM by Mark Sayers

API/IPaaS Endpoint to Create Approval

Hello, I would like to confirm that no existing API or IPaaS endpoint allows the creation of an "Approval" on a ticket. Only ticket tasks? Is there a workaround that allows the creation of an "Approval" or a "Choice" on a ticket?

Thanks, T...
1 Answer
Tevis Boulware Last activity on 3/25/2024 4:48:23 PM by Mark Sayers

SOC 1 and 2 reports for the project site.

Does TeamDynamix have SOC1 and 2 type 2 reports for the Project module?
1 Answer
Steve Pereira Last activity on 4/4/2024 10:31:10 AM by Mark Sayers

Report filter - Multiple filters with one prompt

Hello,
Is it possible to create a ticket report that filters on multiple fields but using a single prompt?
For example, I would like a ticket report that searches the title, description, and requester fields for 1 search word.
I know ...
1 Answer
Joe Rojas Last activity on 3/25/2024 11:24:52 AM by Mark Sayers

How do you assign a task to a ticket form?

How do you assign a task to a ticket form? I opened my ticket form and the client portal settings for the form but there isn't a place to attach a task by default.
1 Answer
Darryl Kimak Last activity on 3/25/2024 9:03:30 AM by Brittany Renn

Using a RegEx to validate a value in an iPaaS form

Is there a way to write a condition that will compare a value of an iPaaS text box element with a regular expression? In my specific case, I have some validation sanity that wants to make sure a particular element contains exactly and only three...
2 Answers
Jim Lucas Last activity on 3/25/2024 3:14:20 PM by David Tod

Searching in assets/ci's

Currently when we go to Assets/CI's there is a search box in the upper right that will search by certain fields, is there a way to edit this or adjust to search other fields as well, at least just one?
1 Answer
James Richard Last activity on 3/22/2024 4:00:25 PM by Mark Sayers

Deleting a Ticket Attachment with Sensitive Data

Hi there,
If a ticket attachment is deleted, is it no longer accessible to anyone (from Admin to Client), or is it stored somewhere? Can it be retrieved or accessed after deletion?
The scenario is a client creates a ticket and attaches se...
1 Answer
Tristina Grywalski Last activity on 3/22/2024 2:31:28 PM by Brittany Renn

Types: Number in type category does not equal number in types

In TDAdmin, I see a type category has four types. Also, in TDAdmin, I go to the types area and sort by category and see only two. It looks like I'm not excluding anything with the default search. Where are the two missing types?
1 Answer
Greg Van De Mark Last activity on 3/22/2024 12:17:01 PM by Mark Sayers

API Endpoint / Structure to Create a Ticket

Hello,
In searching the documentation, I am not seeing an endpoint for creating a ticket (and the suggested structure for the body/payload).
Here is the nearest section where I would expect to see it: https://services.ku.edu/TDWebApi/Hom...
1 Answer
Robert Tonnies Last activity on 3/22/2024 9:52:27 AM by Robert Tonnies

Sort/Order tasks report so main task and subtasks are together

I’m building a project task report using the Tasks Report template. I want to sort my report so the subtasks are in order with their main task. Is there a field (or different report template) that will allow me to do this? Is there an identifier ...
1 Answer
Jodie Alexander Last activity on 3/21/2024 10:09:08 AM by Jodie Alexander

Asset QR Codes

I have been trying to find a way to export QR Codes in mass from Team Dynamix. Is there a way to do this so I can print off QR codes in mass for asset tracking?
1 Answer
Daniel Parten Last activity on 3/21/2024 11:37:01 AM by Mark Sayers

Export card wall plan to excel

Can you export a card wall plan to excel? I ask because at the end of a project this is desirable to keep a downloaded copy fo the tasks that were worked throughout the project.
1 Answer
Charles Phillips Last activity on 3/20/2024 4:43:30 PM by Mark Sayers

Setting Parent and child on two change tickets

Hello I am trying to set a parent/child relationship on a two tickets with change classification. Per the KBA article this looks like it can be done. But on the ticket with the change classification the option is blank when setting the parent.
1 Answer
Keyon Farrier Last activity on 3/20/2024 2:44:49 PM by Brittany Renn

Reference table data in script

Hello,

I have a situation where I have a complex function (such as changing a Letter grade to a GPA) in a auto-filled table. Doing this with built-in steps would be cumbersome. I am able to reference the Table Data, but I am not able to find...
2 Answers
Michael Leys Last activity on 3/20/2024 2:58:41 PM by Mark Sayers

Feed on the ticket under Print option

Can we check the feed check box by default under Print preview for a ticket
1 Answer
Navjot Bhatoa Last activity on 3/20/2024 1:59:23 PM by Mark Sayers

Salesforce Integration

Hello all!,
I was told to look into some kind of intergration between TDX and Salesforce. Can someone please tell me what is capable if this integration exist?
1 Answer
Michael Rodriguez Last activity on 3/20/2024 1:57:00 PM by Mark Sayers

Is there a way to delete Maintenance activites and Workflow tasks?

We're cleaning out our test tickets and don't want to orphan the tasks. I opened the ticket and deleted all tasks but this only removes the ticket tasks.
1 Answer
Shauna Busse Last activity on 3/20/2024 10:08:28 AM by Mark Sayers

Where can I find Projects created from tickets?

Someone converted a ticket to a project and we cannot find the project. Where should I be able to find it?
1 Answer
Alex Oquendo Last activity on 3/20/2024 9:45:27 AM by Brittany Renn

Can Workflow be triggered in the Sanbox?

I have a developer trying to assign a workflow in a ticket from the Sandbox and is getting the "No Available Workflows" message. I checked that the Service, and Ticket Type are consistent, and the sandbox workflow is active.
Any ideas?
T...
1 Answer
Tevis Boulware Last activity on 3/19/2024 2:24:23 PM by Mark Sayers

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